Crespo Capital LLC

Overview

Crespo Capital LLC is an independent, owner-operated registered investment adviser structured as a limited liability company that serves individual and family clients. The firm’s stated advisory services center on financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include a percentage of assets under management, hourly charges, and fixed fees, which suggests they work with a mix of ongoing advisory relationships and project-based planning work. From an investment posture, Crespo Capital relies heavily on pooled public investment vehicles rather than direct stock selection or broad alternative allocations. Their filings indicate they are not an active ESG investor and they do not position themselves as a capital allocator to private funds. The firm reports not being a multi-state adviser on its filings even though it maintains offices in more than one state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices